WISDOMTREE TR's ticker is EPS and the CUSIP is 97717W588. A total of 71 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,414,000 | +24.3% | 109,911 | +9.6% | 0.21% | -4.6% |
| Q3 2020 | $3,551,000 | +21.7% | 100,259 | +13.9% | 0.22% | +4.3% |
| Q2 2020 | $2,919,000 | +72.4% | 87,992 | +46.1% | 0.21% | +34.6% |
| Q1 2020 | $1,693,000 | +40.7% | 60,223 | +83.7% | 0.16% | +52.9% |
| Q4 2019 | $1,203,000 | +262.3% | 32,781 | +231.6% | 0.10% | +175.7% |
| Q3 2019 | $332,000 | – | 9,885 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Private Wealth Strategies, L.L.C. | 1,500,452 | $68,645,662 | 17.13% |
| Team Financial Group, LLC | 396,637 | $18,146,163 | 14.99% |
| Garrett Wealth Advisory Group, LLC | 584,405 | $26,736,642 | 12.17% |
| KLR INVESTMENT ADVISORS, LLC | 55,675 | $2,434,109 | 2.21% |
| VISTA INVESTMENT MANAGEMENT | 77,133 | $3,528,835 | 1.85% |
| Financial Gravity Asset Management, Inc. | 3,042,548 | $124,217,573 | 1.37% |
| Insight Advisors, LLC/ PA | 80,284 | $3,672,993 | 0.84% |
| Marietta Wealth Management, LLC | 85,346 | $3,904,566 | 0.78% |
| Redwood Financial Network Corp | 12,396 | $567,120 | 0.60% |
| Relative Value Partners Group, LLC | 165,828 | $7,586,650 | 0.51% |